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BMBL$3.22+1.58%
Fair $3.22+0.0%

BMBL

Bumble Inc.

Communication Services / Internet Content & InformationNasdaqGS

$3.22

+0.05 (+1.58%)

Fairly Valued+0.0%Fair Value $3.22Fund rank 29/100 · Data gapFallback financials|
SA 18/F
F-Score: 4/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $167.2M · quality 56.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

18/100

F

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 7Warnings: 1unknown: 7
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -1.2%, below the 5% threshold
Thesis & Journal · BMBLLocal privado en este navegador · Bumble Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$488M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-121.6%

↓

Gross Margin

70.8%

↑

Debt/Equity

1.05

↑
52-Week Range$3
$3$9

TradingView lightweight chart

BMBL price, volumen y niveles de valoración

Último $3.220Periodo -95.4%
Fair value: $3.220

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2019–2025 · 6 años de histórico normalizado

Revenue CAGR

+12.0%

FCF CAGR

—

FCF margin

24.7%

FCF / Net income

-0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $965.7M · net income $-693.1M · FCF $238.7M

2019-FY → 2025-FY

Gross margin

70.8%— pts

Operating margin

24.9%+5.8% pts

Net margin

-71.8%-85.3% pts

FCF margin

24.7%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
Income Statement
Revenue$965.7M$965.7M$1.07B$1.05B$903.5M$760.9M$539.5M$488.9M
Net Income$-693.1M$-693.1M$-557.0M$-4.2M$-79.7M$309.8M$-110.3M$66.1M
EBITDA$-792.7M$-792.7M$-634.7M$94.9M$3.1M$-27.6M$14.5M$100.0M
EPS-5.95-5.95-4.61-0.03-0.621.45-0.040.00
Gross Margin70.8%70.8%70.2%70.7%72.4%———
Operating Margin24.9%24.9%18.8%5.1%4.7%-17.7%-14.3%19.1%
Net Margin-71.8%-71.8%-52.0%-0.4%-8.8%40.7%-20.4%13.5%
Balance Sheet
Debt/Equity1.051.050.760.390.390.390.39—
Current Ratio1.221.22——————
Cash Flow
Free Cash Flow$238.7M$238.7M$96.7M$167.2M$116.6M———
Returns
ROE-121.6%-121.6%-67.6%-0.3%-4.9%19.3%-5.3%—
Valuation
EV/EBITDA———23.69898.02———
P/B0.620.621.191.201.54———
Growth & Yield
Revenue Growth-9.9%-9.9%1.9%16.4%—41.0%10.4%—
EPS Growth-29.1%-29.1%-15266.7%95.2%—3725.0%——

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -42.7%

Total return

-42.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-4.61 → -5.95

Residual

-42.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-42.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.